JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.23%
47,091
+146
77
$2.2M 0.21%
8,969
+428
78
$2.16M 0.21%
34,509
+973
79
$2.14M 0.21%
26,780
+2,319
80
$2.14M 0.21%
13,820
+494
81
$2.11M 0.21%
4,834
-633
82
$1.99M 0.19%
17,840
+580
83
$1.99M 0.19%
+97,087
84
$1.97M 0.19%
38,943
-2,628
85
$1.96M 0.19%
27,103
+1,190
86
$1.93M 0.19%
19,204
+6,818
87
$1.87M 0.18%
13,076
-1,404
88
$1.81M 0.18%
21,534
+10,654
89
$1.78M 0.17%
18,386
-2,167
90
$1.75M 0.17%
12,079
+2,939
91
$1.71M 0.17%
5,791
-196
92
$1.69M 0.17%
29,508
-281
93
$1.67M 0.16%
8,738
-222
94
$1.67M 0.16%
31,758
-3,087
95
$1.62M 0.16%
6,267
-340
96
$1.61M 0.16%
55,831
-439
97
$1.6M 0.16%
7,614
+638
98
$1.58M 0.15%
+8,989
99
$1.5M 0.15%
15,951
-41
100
$1.5M 0.15%
13,840
+2,000
2 3
4
5 6